Retirement plan

OKLAHOMA PRIMARY CARE ASSOCIATION 403(B) PLAN

Name: OKLAHOMA COMMUNITY HEALTH CENTERS, INC. DBA OKLAHOMA PRIMARY CARE - OKLAHOMA PRIMARY CARE ASSOCIATION 403(B) PLAN (2016) Form 5500
Creator: OKLAHOMA COMMUNITY HEALTH CENTERS, INC. DBA OKLAHOMA PRIMARY CARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OKLAHOMA PRIMARY CARE ASSOCIATION 403(B) PLAN, OKLAHOMA COMMUNITY HEALTH CENTERS, INC. DBA OKLAHOMA PRIMARY CARE

OKLAHOMA COMMUNITY HEALTH CENTERS, INC. DBA OKLAHOMA PRIMARY CAREEIN 73-1365933Plan #001PY 2016

6501 NORTH BROADWAY EXT, SUITE 200 - OKLAHOMA CITY, OK 73116405-424-2282LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$262K

+12.6% from 2015

Total participants

-10.0% from 2015

Average account balance

$18,741

-3.5% from 2015

Annual return

4.78%

+6.02 pp from 2015

Benchmarks

See 310 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort310 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$64K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

145.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.89%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1952

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2M2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$34K

$2399 / participant

Other / not subdivided$34K100.0%

% of EOY assets

12.801%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,741

$52,379-64.2%

$46,225-59.5%

$273,972-93.2%

Participation rate

71.4%

84.0%-12.5pp

79.5%-8.1pp

83.0%-11.6pp

Annual return

4.78%

7.23%-2.4pp

7.57%-2.8pp

41.46%-36.7pp

Employer contribution / active EE

$3,058

$4,226-27.6%

$3,424-10.7%

$4,869-37.2%

Participant deferral / active EE

$619

$4,660-86.7%

$3,776-83.6%

$5,287-88.3%

Admin fee / account holder

$2,399

$4,652-48.4%

$3,519-31.8%

$10,133-76.3%

OKLAHOMA PRIMARY CARE ASSOCIATION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OKLAHOMA PRIMARY CARE ASSOCIATION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion